Slice of Finance
Trailer
Bonus
Episode 9
Season 1
#9 - Mo Al Adham, Founder & CEO at Frec
Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Mo Al Adham, Founder & CEO at Frec.
What you’ll get out of this episode:
- What is Frec?: Mo Al Adham explains Frec’s mission to provide market returns with tax savings through direct indexing.
- The Evolution of Index Investing: Frec offers a modern twist on traditional ETFs, providing both returns and capital losses for tax efficiency.
- Portfolio Customization: Frec allows investors to tailor portfolios by excluding specific stocks or industries, offering more control.
- Portfolio Lines of Credit: Mo discusses how Frec's portfolio lines of credit empower investors without the need to sell assets.
- The Future of Fintech & AI: Insights on how Frec utilizes AI for compliance and personalization and its potential impact on the fintech industry.